About the role
FinEx AI summary
Sources and pitches customized syndicated loan solutions to strategic and large corporate clients. Manages the full syndication process including structuring, documentation negotiation, distribution, and roadshows to participating banks. Coordinates parties, monitors market and regulatory changes, ensures compliance, and drives pricing, fees, and cross-selling.
Core skills
Syndicated Loan StructuringDeal SourcingClient MarketingDocumentation NegotiationLoan DistributionRoadshow Presentations